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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,190 | $155,555-65.2% | $146,866-63.1% | $155,188-65.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 16.47% | 115.41%-98.9pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,688 | $4,647-63.7% | $4,425-61.8% | $4,248-60.3% |
| Participant deferral / active EE | $2,230 | $8,044-72.3% | $7,759-71.3% | $6,531-65.9% |
| Admin fee / account holder | $31,396 | $14,755+112.8% | $13,620+130.5% | $14,480+116.8% |